Latest from the Lens
World events. Market consequences. A good read.
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Knocking on Reality’s Door
We can see from the 6 month chart of the iShares Core S&P 500 ETF (IVV) above that the beginning of this recent market…
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Enter Stage Anger
‘Sooner or later everyone sits down to a banquet of consequences’ – Robert Louis Stevenson Exit stage denial & enter stage anger. We are…
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Portfolio Update
We have added a short on the S&P 500 -IVY, gone long volatility again, and added some Cows.
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CoronaVirus Update
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The Cowspiracy Theory
We invested in a new theme in our portfolio last week by going long ‘meat shortage’. Is this just another cowspiracy theory? We think…
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Mind The Gap
We’ve been cruising down Easy Street, looks like we’re headed for Mean Street. All aboard? Mind the gap…
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Portfolio Update
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And Another 219997502898 reasons to own Gold or Silver
“Oh, what a tangled web we weave, when first we practice to deceive!” (Sir Walter Scott, 1808). Since we last posted on the UD…
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PROPAGANDA
If you would like to know what you are currently experiencing and what you have experienced in the last several years,… know this man’s…